Advanced Asset Management Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Advanced Asset Management Advisors’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-402	Closed	-$39.4K	–	93
2023 Q2	$39.4K	Hold	402	–	–	0.01%	80
2023 Q1	$40.1K	Hold	402	–	–	0.01%	80
2022 Q4	$39K	Hold	402	–	–	0.01%	109
2022 Q3	$39K	Hold	402	–	–	0.01%	76
2022 Q2	$41K	Hold	402	–	–	0.01%	76
2022 Q1	$43K	Hold	402	–	–	0.01%	76
2021 Q4	$46K	Hold	402	–	–	0.01%	79
2021 Q3	$46K	Hold	402	–	–	0.01%	82
2021 Q2	$46K	Hold	402	–	–	0.01%	82
2021 Q1	$46K	Hold	402	–	–	0.01%	86
2020 Q4	$48K	Hold	402	–	–	0.01%	83
2020 Q3	$47K	Hold	402	–	–	0.01%	82
2020 Q2	$48K	Hold	402	–	–	0.01%	81
2020 Q1	$46K	Hold	402	–	–	0.02%	100
2019 Q4	$45K	Buy	+402	New	+$45.3K	0.01%	104

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Advanced Asset Management Advisors's AGG Position: Q3 2023 in Review

Advanced Asset Management Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2023, closing a stake of 402 shares — an estimated $39.4K sold.

Advanced Asset Management Advisors first reported a position in AGG in Q4 2019 and held it in 15 quarters. The position peaked at $48K in Q4 2020. 1,602 funds tracked by Wall St. Rank hold AGG as of Q3 2023.

Advanced Asset Management Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
Advanced Asset Management Advisors sold 402 iShares Core US Aggregate Bond ETF shares in Q3 2023, an estimated $39.4K.
Advanced Asset Management Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 15 quarters.
Advanced Asset Management Advisors's iShares Core US Aggregate Bond ETF position peaked at $48K in Q4 2020.
1,602 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2023.

Based on Advanced Asset Management Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.